Preparing Activities for Session (Bookmarking)

TheraPlatform allows you to upload your own PDFs and YouTube videos. In addition to your own resources, you can also utilize our built-in apps (Pro Plus) and present them during the live session.

Our built-in apps and your own resources can be bookmarked for your clients, and this will help you prepare ahead of time for the online session and save you time during your live online session as all planned activities will be ready to use right away in session.

This article will review how to bookmark resources, delete them from your bookmark list, and present all your bookmarked activities/resources during your live session.

Note: To prepare activities and resources for your session, you must first upload your own resources and schedule the session on the calendar. Preparing ahead of the session is optional. You don’t have to bookmark any activities or resources ahead of time, and you will still have access to all activities and resources during your online session.

Note: You can keep all bookmarked resources as long as you wish under Bookmarks and re-use them with the client for future sessions. 

Here are directions on how to bookmark your PDFs, YouTube videos, and our apps:

PDFs

Step 1: Log in to your room (your personal URL).

Step 2: Click on the Schedule module and click on the scheduled meeting for the client you wish to prepare (bookmark activities).

Step 3: At the pop-up box- click on the green button Start Meeting.

Step 4: Next, click on the green button Tools.

Step 5: Then click on Resources.

Step 6: A list of folders with PDFs that you organized on the main dashboard will pull.

Step 7: Click on the title of your folder.

Step 8: A list of your PDFs will show.

Step 9: Click on all the PDFs you wish to use with this client during your session. (they should be marked in green)

Step 10: Click on Next.

Step 11: The PDF will pull – click on the green button Bookmark in the left corner of the PDF. This will bookmark this PDF, and the green button will turn red. (Red means the resource is bookmarked)

Step 12: If you marked multiple PDFs, click on the blue button. Next and next PDF will show- click on the green button Bookmark and continue if you marked another PDF till you bookmark all of them.

Step 13: To bookmark more PDFs from a different folder- go back to the blue Resources button and repeat the above steps.

Step 14: All the bookmarked PDFs will be available under the blue Bookmarks button (next to the blue button schedule). If you ever need to delete bookmarked resources for this client, you can click on the Bookmarks button and then on the red trash can to delete the resource.

YouTube Videos

Step 1: To bookmark YouTube videos click on the blue button Videos.

Step 2: The list with your Folders will pull.

Step 3: Click on the title of the folder.

Step 4: This will pull your list of YouTube videos.

Step 5: Click on the blue View button next to the title of your YouTube video.

Step 6: At the pop-up box- click on the green Bookmark button to bookmark this video for this client.

Step 7: To bookmark another YouTube video from the same folder- close the pop-up box with the video and click on the blue view button next to the other video.

Step 8: To bookmark another YouTube video but from another folder- click on the blue Back button to return to the list of your folders and repeat the above steps to bookmark.

Step 9: All your bookmarked YouTube videos will be available under the blue Bookmarks button, and if you ever need to delete the bookmarked video from your Bookmarks list, you can click on the Bookmarks button and then on the red trash can to delete.

Apps

Step 1: To bookmark apps, click on the blue button Apps.

Step 2: A list of apps will pull- click on the Start under the app you wish to bookmark.

Step 3: This will open the app and pull a list of activities available under this app, e.g., Listening level 1

Step 4: Click on the green button with an icon of the bag next to the activity or activities you wish to bookmark from this app. (e.g., click on the green icon with a bag next to Listening Level 1)

Note: If you’re not familiar with this app/activity, you can review it before bookmarking it by clicking on the activity title of the app (e.g., Listening level 1) so it turns green and then click on Next. This will open the app activity, and you can quickly go through it to see if you wish to use it with this client. Once you familiarize yourself with it and wish to bookmark it- click on the blue button apps, next on the start to open the app, and then on the green icon with a bag to bookmark the app's activity.

Step 5: If you wish to bookmark another app, repeat the above steps.

Step 6: All your bookmarked app activities will be available under the blue button Bookmarks, and if you ever need to delete the app from the Bookmarks list, you can click on the red trash can icon next to the title of the activity.

To prepare and bookmark resources for another client, return to the calendar, open scheduled meetings, and repeat the above steps.

How to use bookmarked activities and resources during a live session with the client

Step 1: Connect with your client.

Step2: Click on the green button Tools.

Step 3: Click on the blue Bookmarks button.

Step 4: This will pull a list of all resources/activities you bookmarked for this client.

Step 5: Click on the title of the resource, e.g., Listening Level 1 App

Step 6: The resource will show, and you can start working on it with your client.

Step 7: To start another bookmarked activity- click on the blue Bookmarks again and click on another activity.

Note: You can always click on App, Resources, or Video tabs during a session if you need to pull other than your bookmarked activities. 

Special Considerations for Group

If you have clients on your caseload who you always or only see for group sessions, you can bookmark resources for each client in a group by an opening scheduled group session and following the above directions; however, you need additional steps to take when preparing for the group.

1. When bookmarking PDFs for each client in the group- make sure to select the client's name above the actual PDF. For example, if you have a group session with Adam and Kate, Adam's name will show in blue, indicating that this is the client you bookmark for. To move to Kate- click on the name Kate, so the box turns blue and then on the green button Bookmark.
2. When bookmarking YouTube videos for each client in the group- make sure to select the client's name at the video pop-up box. Most clinicians tend to bookmark the same video for all clients in a group.
3. When bookmarking apps for each client in a group- first click on the green bag next to the activity title of the app, e.g., Listening level 1, then click on the actual title of the app activity (e.g., Listening level 1) and then on the blue button Next. This will refresh the page, and the name of the second client will show above the list. Bookmark all the app activities for the second client.

Note: When you connect with all your clients in a group, you can click on Bookmarks and select each name to pull all bookmarked activities for each client. Please note that going back to Bookmarks during group sessions will not keep track of the activity pages – it will reset each activity.